UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,143
New
Increased
Reduced
Closed

Top Buys

1
+$1.37B
2
+$1.22B
3
+$1.11B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$885M
5
NKE icon
Nike
NKE
+$833M

Top Sells

1
+$398M
2
+$385M
3
+$351M
4
PXD
Pioneer Natural Resource Co.
PXD
+$263M
5
NRG icon
NRG Energy
NRG
+$239M

Sector Composition

1 Technology 22.16%
2 Financials 10.23%
3 Healthcare 7.95%
4 Consumer Discretionary 7.27%
5 Communication Services 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3551
$816K ﹤0.01%
20,098
+69
3552
$815K ﹤0.01%
15,321
-3,216
3553
$815K ﹤0.01%
30,141
-8,973
3554
$814K ﹤0.01%
12,952
-15,440
3555
$812K ﹤0.01%
+52,816
3556
$810K ﹤0.01%
14,874
-11,733
3557
$810K ﹤0.01%
42,415
+5,230
3558
$809K ﹤0.01%
59,105
-8,162
3559
$809K ﹤0.01%
63,411
-24,475
3560
$808K ﹤0.01%
57,056
+14,749
3561
$808K ﹤0.01%
89,550
-3,907
3562
$807K ﹤0.01%
28,168
-22,264
3563
$806K ﹤0.01%
30,399
+20
3564
$806K ﹤0.01%
10,652
+8,852
3565
$805K ﹤0.01%
112,315
+1,808
3566
$805K ﹤0.01%
36,680
-66,693
3567
$804K ﹤0.01%
172,063
+19,303
3568
$802K ﹤0.01%
118,346
+1,914
3569
$801K ﹤0.01%
133,339
+2,053
3570
$801K ﹤0.01%
69,673
+13,831
3571
$799K ﹤0.01%
+18,967
3572
$798K ﹤0.01%
83,258
-2,043
3573
$797K ﹤0.01%
55,550
+33,793
3574
$795K ﹤0.01%
7,114
-6
3575
$795K ﹤0.01%
126,729
-40,306
141 142
143
144 145